Wespac Advisors, LLC Purchases in Q4 2024

Wespac Advisors, LLC

  • $131 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
86.7K
New
$49.51 - $49.79 $4.29M - $4.32M
86.7K $4.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.83K
+ 1121.67%
$521.84 - $558.82 $3.56M - $3.82M
7.44K $4.01M
XLI
Industrial Sector Spdr

ETFs
15.8K
+ 980.41%
$131.76 - $143.99 $2.08M - $2.27M
17.4K $2.29M
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.04K
New
$174.22 - $187.62 $1.57M - $1.7M
9.04K $1.58M
PLTR
Palantir Technologies Inc.

Technology
20.6K
New
$36.46 - $82.38 $749K - $1.69M
20.6K $1.55M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
52.8K
New
$25.22 - $28.15 $1.33M - $1.49M
52.8K $1.42M
JPM
Jpmorgan Chase & CO

Financial Services
4.99K
+ 295.44%
$205.18 - $250.29 $1.02M - $1.25M
6.68K $1.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
59.6K
+ 903.49%
$25.93 - $105.3 $1.54M - $6.27M
66.2K $1.84M
IAU
Ishares Gold Trust

ETFs
21.2K
New
$48.37 - $52.65 $1.02M - $1.11M
21.2K $1.05M
IYW
Ishares Dj Us Tech ETF

ETFs
5.7K
+ 93.79%
$148.14 - $166.23 $844K - $947K
11.8K $1.88M
AXON
Axon Enterprise, Inc.

Industrials
1.51K
New
$399.22 - $689.78 $602K - $1.04M
1.51K $896K
NWL
Newell Brands Inc.

Consumer Defensive
87.1K
New
$7.18 - $11.63 $626K - $1.01M
87.1K $867K
WMB
Williams Companies, Inc.

Energy
15.8K
New
$46.37 - $59.74 $734K - $946K
15.8K $856K
SPG
Simon Property Group Inc

Real Estate
4.88K
New
$167.23 - $183.84 $816K - $898K
4.88K $840K
PNC
Pnc Financial Services Group, Inc.

Financial Services
4.26K
New
$178.39 - $215.0 $760K - $916K
4.26K $821K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
6.56K
New
$123.69 - $133.68 $811K - $876K
6.56K $819K
CGGR
Capital Group Growth ETF Shs C

ETFs
20.8K
New
$34.49 - $39.24 $718K - $817K
20.8K $773K
MO
Altria Group, Inc.

Consumer Defensive
14.8K
New
$49.06 - $57.74 $724K - $852K
14.8K $771K
IYC
Ishares U.S. Consumer Discreti

ETFs
7.79K
New
$85.96 - $101.28 $670K - $789K
7.79K $749K
VST
Vistra Corp.

Utilities
5.41K
New
$115.74 - $166.61 $627K - $902K
5.41K $746K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.31K
New
$100.16 - $100.7 $732K - $736K
7.31K $733K
CEG
Constellation Energy Corp

Utilities
3.23K
New
$224.28 - $285.52 $724K - $921K
3.23K $725K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
41.1K
New
$16.73 - $19.67 $688K - $809K
41.1K $712K
META
Meta Platforms, Inc.

Communication Services
1.13K
+ 132.51%
$554.08 - $632.68 $626K - $714K
1.98K $1.17M
TPL
Texas Pacific Land Corp

Energy
458
New
$915.49 - $1730.0 $419K - $792K
458 $506K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.52K
New
$126.68 - $134.74 $446K - $474K
3.52K $449K
TSLA
Tesla, Inc.

Consumer Cyclical
551
+ 34.87%
$213.65 - $479.86 $118K - $264K
2.13K $860K
FCG
First Tr Exchange Traded Fd

ETFs
17.2K
New
$22.98 - $26.48 $395K - $455K
17.2K $423K
KRE
Spdr S&P Regional Banking ETF

ETFs
6.93K
New
$54.6 - $68.9 $379K - $478K
6.93K $418K
IVV
Ishares Core S&P 500 ETF

ETFs
574
+ 8.84%
$570.51 - $610.59 $327K - $350K
7.06K $4.16M
EWA
Ishares Msci Australia ETF

ETFs
17.2K
New
$23.77 - $26.95 $410K - $465K
17.2K $411K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
913
New
$417.69 - $450.94 $381K - $412K
913 $388K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
16K
New
$19.42 - $19.76 $311K - $317K
16K $312K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
33.5K
New
$9.1 - $9.51 $305K - $319K
33.5K $311K
BSJR
Invesco Indx Tr

ETFs
13.8K
New
$22.37 - $22.7 $309K - $314K
13.8K $309K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
13K
New
$23.26 - $23.6 $301K - $306K
13K $302K
IVE
Ishares S&P 500 Value ETF

ETFs
1.55K
New
$189.5 - $206.17 $294K - $320K
1.55K $295K
BAC
Bank Of America Corp

Financial Services
5.01K
+ 35.75%
$39.22 - $47.77 $197K - $239K
19K $836K
IWM
Ishares Russell 2000 ETF

ETFs
1.15K
+ 118.64%
$216.13 - $242.4 $249K - $279K
2.12K $469K
FSK
Fs Kkr Capital Corp

Financial Services
8.91K
+ 36.46%
$19.71 - $22.22 $176K - $198K
33.4K $724K
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.65K
New
$127.59 - $153.41 $211K - $253K
1.65K $237K
WDS
Woodside Energy Group LTD

Energy
17.7K
+ 65.74%
$14.38 - $18.32 $254K - $324K
44.5K $693K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
22.5K
+ 89.35%
$10.7 - $11.74 $241K - $265K
47.8K $516K
MRVL
Marvell Technology, Inc.

Technology
2K
New
$70.31 - $124.78 $141K - $250K
2K $220K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
22.5K
+ 89.33%
$10.41 - $11.76 $235K - $265K
47.8K $507K
IWN
Ishares Russell2000 Val ETF

ETFs
1.29K
New
$162.69 - $181.35 $210K - $234K
1.29K $211K
VTI
Vanguard Total Stock Market Et

ETFs
689
+ 60.92%
$280.04 - $302.45 $193K - $208K
1.82K $527K
SHEL
Shell PLC

Energy
3.64K
+ 35.36%
$60.63 - $70.23 $220K - $255K
13.9K $872K
IVW
Ishares S&P 500 Growth ETF

ETFs
730
+ 3.67%
$94.43 - $105.47 $68.9K - $77K
20.6K $2.09M
Activity Summary
Buys All Purchases 99 New Holdings 37 Increased Positions 62 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wespac Advisors, LLC Portfolio

Follow Wespac Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wespac Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email